Omnivest is a registered investment advisor founded in 2019 and based in Casper, Wyoming. Led by Reid Rasner, the firm offers personalized investment management and comprehensive financial planning. Investment management services are tailored to individual goals, risk tolerance, and time horizons, granting the firm the authority to execute trades without asking first. Omnivest also provides full financial planning covering areas such as net worth tracking, cash flow analysis, retirement strategies, risk management, tax reduction, and estate preservation. The firm works with individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.35% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earning capacity, and account composition. Cash is included as an asset class in fee calculations.